The Builder workspace is where Impact Hub Authors design and configure reports. It provides a set of panels that work together to help you build visuals, apply filters, and control how data is displayed in dashboards.
Builder uses Amazon QuickSight’s embedded analysis experience, giving you flexible tools to explore and present data from your Impact Hub datasets.
You must have Author or Author Pro access to use the Builder workspace.
Before you begin
Keep the following in mind when working in Builder:
Only Authors and Author Pro users can access the Builder workspace.
Reports must include at least one dataset before you can begin building visuals.
New or updated Apricot data syncs into Impact Hub datasets approximately every two hours after initial dataset creation.
Understand the main areas of the Builder workspace
When you open a report in Builder, the workspace is divided into several panels. Each panel supports a specific part of the report-building process.
Visual canvas
The visual canvas is the main area where you design and arrange report visuals.
From the canvas, you can:
Add charts, tables, KPIs, and other visual types
Drag fields directly into visuals
Resize, reorder, or delete visuals
Add titles and descriptions to improve clarity
Fields list
The fields list, located on the left side of the workspace, contains all available fields from the dataset or datasets used in the report.
This panel includes:
Form fields from Apricot
Metadata fields (such as DOCUMENT_ID or PARENT_ID) used for grouping and counting
From the fields list, you can:
Search for fields by name
Drag fields into visuals, filters, or calculations
Create and manage calculated fields
Visual configuration pane
The visual configuration pane appears when a visual is selected. It controls how data is represented within that visual.
From this pane, you can configure:
Which fields are used (for example, x-axis, y-axis, values, or groups)
Aggregation methods and sort order
Formatting options such as labels, legends, and display settings
Filter panel
The filter panel controls which data appears in your report or in individual visuals.
Using the filter panel, you can:
Create filters on any available field
Choose filter types such as dropdowns, date ranges, or multi-select lists
Apply filters to a single visual, multiple visuals, or the entire analysis
Properties panel
The properties panel lets you control the appearance, layout, and behavior of the selected visual. These settings help ensure dashboards are readable, accessible, and consistent.
From the properties panel, you can:
Add or edit titles and subtitles
Customize styling such as background color, borders, and padding
Show or hide axes, labels, and reference lines
Enable data labels for clarity
Add alt text to support accessibility requirements
Configure interactions, including how visuals respond to user selections
Tips for designing reports in Builder
When designing reports in the Builder workspace, consider these best practices:
Confirm your dataset selection before adding visuals.
Add visuals incrementally and validate results as you go.
Use clear naming conventions for visuals and calculated fields.
Apply filters thoughtfully to avoid conflicting interactions.
Review layout and formatting to ensure dashboards are easy to read and interpret.